Timestamps
00:00 The key secular trends driving the asset management industry
02:10 How AssetCo plc is ideally placed to continue growing in this environment
16:45 Path to profitability
19:15 Upside potential including 30% equity interest in Parmenion
Disclosure: I own shares in AssetCo
Stocks owned : EQLS, AGFX, Pfizer, Bristol Myers, WATR, VCT, SPI, MBH, BIG, TET, IXI, ASTO, IOM, ESYS, ELCO, IHC, IXI, CML, TRB, TRCS & AOM Elsewhere, I'm also paid by Vox Markets (as a contractor) to interview interview fund managers, capital market experts & companies (re EQLS, VRCI, BELL, FIN, AVG, VLG, SUP, ELCO, MPAC, WATR & ONC). I believe all these stocks are clients of Vox.Lastly my 24 year HIT RATE is only 62.5%. Meaning 37.5% of the time I lose money (ie often wrong) - albeit my winners are (on average) 1.7x larger than my losers. Please Do Your Own Research. more »
